What automation is best in this scenrio: I have a lesson learned log on individual projects. I want entries to copy to a central version for review by management. The copy/move to a different sheet se…
Hello! I work at a university. My team and I help coordinator several Dean's schedules and student meetings. The current process is extremely manual. Ex: Staff member is informed a meeting needs to be…
So I'm fully aware of the automation to add a date when a cell is changed, but it doesn't seem to be working for me. Hoping someone might point out where I went wrong. I have a grid of teams and membe…
Hi, I'd like to set up a reoccurring weekly task. When completed, it would reset the row status from "done" to "ready to work". The due date would auto-advance by one week when the status is reset to …
I've set up a simple workflow to send email notification when the "Email Notification" column's box is checked. When testing, it still sends emails to the rows that have unchecked boxes. Why is this h…
Hi everyone, I am looking for help regarding how Smartsheet forms populate rows. We are currently using Smartsheet to complete our annual employee evaluations, which consist of three sections, one for…
Im having trouble figuring out a formula to create a flag in the overdue column when the due date is in the past and the status is pending or delayed. Flag needs to disapper once status changes to pai…
I have my alert settings to Unrestricted, but even so, it seems those who fill out our form cannot be notified since they are not users of SmartSheet. I am looking for a solution other than the "Send …
How can I customize which fields are shown on the form the approvers to see. For example, I have an automation set to seek approval from a leader. I only need the leader to see specific fields when th…
